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A Special Guide on the New FAMI Investor's Portal

Tuesday, July 7, 2015

It's been a
long time since I updated you guys on my FAMI investments so I thought it is
just ideal to create a quick post. I am still part of the FAMI investors and
just before June ends I received an invitation to join the 2015 FAMI Annual
Shareholder's Meeting. Sadly, I wasn't able to attend because I already have an
scheduled event.

Aside from
the Annual Shareholder's Meeting, I also
recently found out that FAMI had an overhaul of their Investor's Portal. And
this is post is a special guide I created on the new FAMI Portal.

What the
FAMI Portal Is All About?

Once you
become a FAMI ivestor you now have an access to your very own FAMI Portal. It
is a designed to help you track your investments and progress by a website. You
will have your Customer ID and Password (which is very difficult to create by
the way and needs to be replaced every month for security purposes).

The FAMI
Portal gives the following information:

Your Account
Summary

Your
Investor's Profile

Your
Statement of Account

Your
Enrolled Fund

Your Net
Investment

Your Total
Shares Earned

Your Current
NAVPS

Your Current
Value (ROI)

Your
Gain/Loss

It basically
function as a quick dashboard that is very helpful to every FAMI Investors.

How to
Enroll for Your FAMI Portal

You need to
be a an Investor first and foremost. Wait for the Statement of Account (SOA)
that will be delivered via mail by FAMI . And then follow below instructions:

Note
that the Client Account Numberrefer to
your Statement of Account (SOA) at the topmost right. If you haven’t
received an SOA yet, just email FAMI atfami@firstmetro.com.ph.

4. Click
Submit and follow the next instruction.

5. If your application is successful you will
receive an email fromfami_online@fami.com.ph for your username and initial password that
you will need to replace.

The
Past FAMI Portal

I
believe I had showed a screenshot of the former FAMI Portal on a Reader
Question on How to Manually Compute for Mutual Fund Earnings. You can read that
post to learn more but I also have the screenshot below.

Honestly,
the past FAMI Portal is hard to navigate and understand. There are too many
empty spaces that I believe can be maximized. There are also terms that are
available in the tables whoch are confusing especially for beginners.

The
New FAMI Portal

I
don't usually check my FAMI Portal. I guess I only do it once or twice a month
if I wanted to know whether my investments were remitted. The FAMI Portal is
very useful because I don't have to manually compute as to how many shares I
have, how much I already gained and so on. I have a quick dashboard of
everything that I need to learn for my FAMI-Save and Learn Equity Fund.

Login
Page

The
whole look and feel of the website actually changed. The most dominant color
became blue and I just love the simpler design. Same as before you need to
Customer ID and Password to Login. If ever you forgot your password then you
can just click the link available and a generic password will be sent in your
email. Automatically you need to change this generic password to your new
password.

Investment
Summary

This
acts as the home page of the portal. A quick table of all the important
information of your account. You have your Account Number, Account Name, Fund,
Net Investment, Shares, NAVPs, Current Value, Gain/Loss and a View Statement.
FAMI also offers Dollar accounts so if and then you diversified your
investments and have a Dollar Account you can just switch tabs to view.

Invest Information

Once
you click View below the Statement you will have a new quick table. This is
called Investment Information which gives your Investment History. It provides
detailed information of all your investment transaction which is very useful to
know exactly how far you are with your investments.

Profile

If
you want to see, update and change the password of your profile then this is
the page that you should go. You can also click Notification if you want to
receive NAV Report, SOA Report or Summary Report via Email or SMS.

Statement
of Account

This
page is official summary of your FAMI account. You can choose to view Statement
of Account and Historical NAVPs to view and Download to PDF.

Contact
Us

If
you have any concern then the Contact Us page gives all the details where you
can submit your inquiry. There's also a big Write to Us page for a more
detailed customer support.

I
am a Happy Investor

I
just love this change that FAMI created for the Investor's Portal. I love the
simple design, the bigger fonts and the easier to understand terms. I find
myself checking the page more than the usual. I highly suggest all FAMI
inevstors to create their own account. So far I am very happy with my
investments with FAMI and I am looking
forward for the brighter future ahead of me.

Be better in your finances. Save Now, Invest Now and walk your way to success. Sign up in myEmail List and receive templates to get you started in your Financial Wealth. Follow me onFacebook andTwitter for better updates. Godbless.

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SavingsPinay is a personal finance blog of a common Pinay. Here you'll find tips and lessons on budget, savings, investment, career and entrepreneurship. Set to be the #1 Personal Finance Blog in the Philippines, SavingsPinay guarantees quality posts every Monday, Wednesday, Friday and Saturday! For inquiries email at izzaglinofull@gmail.com